← Directory
LAKE STREET
Legal name: LAKE STREET PRIVATE WEALTH, LLC
CRD 296761File 801-113228
APPROVED
Retail clients
Custody
Filing as of Jul 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.16B
Above cohort median (national)
Discretionary AUM
$1.03B
Non-discretionary $128.3M
Clients
613
2,012 accounts
Employees
9
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 16, 2018
- Principal office
- 128 N. MAY STREET, FLOOR 2, CHICAGO, IL, 60607
- Phone
- 312-766 7040
- Website
- HTTP://WWW.CLARITY-FG.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.16B
- Discretionary AUM
- $1.03B
- Non-discretionary AUM
- $128.3M
- Discretionary accounts
- 1,999
- Non-discretionary accounts
- 13
- Total accounts
- 2,012
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $6.6M |
| Insurance companies | Fewer than 5 | $15K |
| Charitable organizations | Fewer than 5 | $4.7M |
| High net worth individuals | 294 | $920.0M |
| Pension and profit sharing plans | 15 | $134.4M |
| Individuals (other than high net worth individuals) | 304 | $93.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.